General

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53 articles in this collection
Written by Rory Hewson, Harry Knight, Josh and 2 others
Deals, Organizations & Individuals

Create a new Individual / Organisation / Deal

How to quickly create new individuals, organisations or deals.
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Written by Rory Hewson
Updated over a week ago

What are Organizations in SalesSeek?

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Written by Rory Hewson
Updated over a week ago

What are 'Individuals' and what are 'Leads'?

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Written by Rory Hewson
Updated over a week ago

Filtering in the Deals Section

Segment your opportunities for live forecasts or historic reporting.
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Written by Rory Hewson
Updated over a week ago

Funnel and Sink-or-Swim Visualizations

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Written by Rory Hewson
Updated over a week ago

How can I merge two records?

SalesSeek makes it really simple to merge duplicate Individuals, Organizations and Deals.
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Written by Rory Hewson
Updated over a week ago

Multi Funnel

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Written by Rory Hewson
Updated over a week ago

How to Bulk Update or Delete records

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Written by Rory Hewson
Updated over a week ago

Moving Deal Phases

How to update a deal from one phase to the next.
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Written by Rory Hewson
Updated over a week ago

Deals Section

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Written by Rory Hewson
Updated over a week ago

Deals on Dashboard

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Written by Rory Hewson
Updated over a week ago

Fullscreen Funnel

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Written by Rory Hewson
Updated over a week ago

Phase Zoom

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Written by Rory Hewson
Updated over a week ago

What are Elephant Deals?

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Written by Rory Hewson
Updated over a week ago

Tags

Organization. Tags for individuals, organizations, deals and activities in SalesSeek.
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Written by Rory Hewson
Updated over a week ago

Templated Documents

How to use SalesSeek's built in document generating feature.
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Written by Rory Hewson
Updated over a week ago